T H E Southdown I N S T I T U T E A R N E N P U O A R L T June 1, 2003 May 31, 2004 1
Our Mission THE SOUTHDOWN INSTITUTE offers residential and outpatient psychological treatment and spiritual guidance to clergy and vowed religious and provides education promoting health and holiness for all committed to ministry and religious life. The best of psychological science and practice are integrated with the wisdom of the Catholic spiritual tradition through the efforts of an interdisciplinary team of professionals. An environment conducive to healing is provided in a setting of natural beauty and a community dedicated to the growth and transformation of each of its members. The Institute is committed to assisting the Church to provide healthy ministers and develop healthy communities of faith that will fulfill the desire of I know well the plans Jesus that all might have life and I have in mind for you, have it to the full. (John 10:10) plans for your welfare, not for woe, plans to give you a future full of hope. Jer.31: 13:14
MAJOR MILESTONES AND ACCOMPLISHMENTS Transition in Leadership On June 1, 2003, Reverend Raymond F. Dlugos, OSA, Ph.D., assumed the position of Chief Executive Officer, succeeding Sister Donna Markham, OP, Ph.D., who had led Southdown for 10 years. Ray had been a member of the clinical staff since 1999 and had served as Vice- President of the Institute since August 2002. Strategic Planning Process Coincidental with the transition in administration, the Institute engaged in a concerted effort to focus its mission and set strategic goals for the next five years. The result was a revised mission statement for the Institute committing it to concentrate its energies on its core strength of providing the finest restorative care to clergy and religious through the effective integration of the best of psychological science and practice with the wisdom of the Catholic spiritual tradition. In order to carry out that mission the organizational structure of the Institute was revised and commitments made to more effectively evaluate the quality of the services it provides and to more carefully assess what needs within the Church its services might fulfill. Canadian Council on Health Services Accreditation (CCHSA) Following an extensive self-study and a site visit, The Southdown Institute was again granted the highest level of accreditation offered by the CCHSA for the maximum three year period (2004-2007). The Accreditation report stated all staff and the governing body are commended for their determination to adhere to their very demanding ethical standards in the direct provision of care and in planning for the services they will offer. The Southdown Institute is a truly caring community as attested by its clients and community partners. 1
THE WORK OF THE INSTITUTE The Southdown Institute offers five related and integrated services through the following departments: 2 ASSESSMENT AND CONSULTATION Michael Sy, Ph.D. and Philip Dodgson, Ph.D. Co-Directors The work of this department includes receiving calls of inquiry from Church leadership, assisting leaders in the decision making process about referral for services, coaching leaders in intervention strategies, and conducting thorough, inter-disciplinary evaluations of individuals referred by Church leadership. No fees are charged for consultation services with Church leadership and data has not been collected regarding the number of consultations conducted or the amount of time devoted to this service. ASSESSMENT: Assessment services include both clinical and vocational assessments. Clinical assessments are appropriate for those experiencing significant stress in their lives, whether from personal problems or difficulties in ministry or in relationships. Vocational assessments are a part of the discernment for those considering entry into religious life or the diocesan priesthood. In each case, the assessment promotes personal insight and helps individuals engage in ministry more effectively. During the past year, diocesan clergy accounted for 29% of the Roman Catholic referrals. The remaining 71% of the referrals were from religious communities, 54% of whom were men and 46% women. Members of other than Roman Catholic denominations accounted for 10% of the 182 assessments completed this year. The accompanying chart indicates the home countries of participants in the assessment program. US 44% Canada 48% Argentina, Bangladesh, Brazil, England and Ireland 8%
RESIDENTIAL AND AFTERCARE SERVICES Sam Mikail, Ph.D., Clinical Director Representing the core of Southdown s ministry, this department provides all treatment services conducted during the course of residential treatment including group and individual psychotherapy, psychiatric consultation, group and individual spiritual direction, group and individual bioenergetic therapy, group and individual addictions counseling, psychodrama, nursing and medical services and physical therapies (fitness, yoga, massage). In addition, Aftercare services include group and individual preparation for discharge and re-entry to ministry and/or community life and the provision of Connections Workshops for former residents and their leaders conducted over the course of 18 months following discharge from residential treatment. RESIDENTIAL: The residential program hosts 42 residents for a length of stay that typically ranges from four to six months. Operating at nearly 100% capacity over this past year, a total of 126 individuals participated in this program. Of this number, 28% were Canadian, 63% were from the United States, and 8% were from outside North America. AFTERCARE: Upon completion of residential treatment, the Southdown program includes 18 months of continuing care known as The Southdown Connection. During this past year, 111 former residents returned for a first Connections Workshop, typically held three to six months after discharge. This three-day workshop assesses the effectiveness of aftercare recommendations and relapse prevention strategies. Another 86 participants completed their Connections program in a final post-residency workshop that focuses on skills for effective and healthy relational and ministerial lives. Both workshops include the opportunity for interviews with diocesan or congregational leadership. A significant number of these leaders are able to be personally present for input and focused conversation during Connections experiences. This year, 82 leaders were able to be personally present for input and focused conversation during the Connections experiences. Women Diocesan Religious Priests 30% 28% Men Religious 42% Residential Program Census Clergy from denominations other than Roman Catholic comprised less than 1% of the total number of residents. 3
DEPARTMENT OF EDUCATIONAL AND OUTREACH SERVICES Cornelius Hubbuch, CFX, MTS, and David Louch, C.Ss.R, Th.D. Directors Charged with making the resources and knowledge of the Southdown Institute available to the Church community in the service of fostering health and holiness in the Church, this department coordinates the offering of educational programs and workshops presented at the Carter Centre for a number of leadership teams, pastoral teams, and individual clergy, religious, and laity. Workshops and conferences are also conducted on location throughout the Americas and Europe for Church leaders, diocesan presbyterates, religious communities, and laity involved in church ministry. Highlights of the Educational and Outreach Activities *Offered at the Carter Centre The Fifth Biannual Conference on Critical Personnel Issues offered in collaboration with the Saint Luke Institute was presented March 7-9 and 21-23, 2004 to over 300 Bishops, Major Superiors, and Vicars for Clergy and Personnel. Leadership Toward a Healthier Church Workshop offered to the Bishops Conferences of England, Scotland & Ireland in Ayrshire, Scotland January 12-15, 2004 Leadership Workshops for: Province and Congregational Leadership of Sisters of the Holy Cross, Temuco, Chile * Abbesses of the Poor Clare communities in North America * General Council of the Congregation of Christian Brothers * Newly elected leaders * Healthy Sexual and Celibate Living, a workshop for congregational leaders, formators, and students in formation. * Healthy Community Living, a workshop for local community leaders * Avoiding Burnout and Maintaining Passionate Commitment to Ministry * An eight-day directed retreat * Two days with Timothy Radcliffe, OP 4
Southdown Staff have addressed: National Federation of Priests Councils for English-speaking Canada National Organization for the Continuing Education of the Roman Catholic Clergy (US) Center for the Study of Religious Life (US) Canadian Caucus of the Association of Theological Field Educators National Federation of Priests Councils (US) Gatherings of priests in 9 North American Dioceses Assemblies of 9 religious communities Pastoral Center Staff of the Diocese of Phoenix, AZ Parishioners in St. John s, Newfoundland Annual Meeting of Regional Conference of the Ontario Multifaith Conference of Chaplains Franciscan Internship Program (Toronto) Faculty and students of St. Augustine Seminary Recently ordained priests from Toronto and all of the Western Region of the Canadian Bishops Conference And consulted to: Brothers Task Force of the Conference of Major Superiors of Men (US) Toronto Institute for Contemporary Psychoanalysis St. Leo s Abbey, St. Leo, FL Great Lakes Conference on Bioenergetic Analysis. 5
DEPARTMENT OF OUTPATIENT SERVICES Sam Restivo, CR, MSW, Director Southdown Consultation Services (SCS) was founded in 1995 to serve the psychological and spiritual needs of clergy, religious, and those in formation for Church ministry in the Greater Toronto Area. SCS has also provided services to lay people involved in Church ministry. Located in downtown Toronto, SCS is staffed on a part-time basis by clinicians who work either full or part-time in other departments of the Institute or are retired from full time clinical work at the Southdown Institute. Reverend Sam Restivo, CR, MSW coordinates the work of SCS. SCS provides psychotherapy, spiritual direction, bioenergetic therapy, addictions counseling and psychological assessment on an outpatient basis. During the past year, SCS provided 1248 hours of clinical service and spiritual direction to 99 individuals. DEPARTMENT OF RESEARCH Miriam Ukeritis, CSJ, Ph.D., Director Sister Miriam joined the staff of the Institute in July 2003, primarily charged with the task of conducting a systematic study of the effectiveness of treatment at Southdown for the prevention of relapse among clergy guilty of sexual abuse of minors. This study has been partially funded with a grant from a foundation that wishes to remain anonymous. In addition to that study, the Research department has planned a prospective study of treatment outcome for those who participate in the residential and aftercare programs. The department has also made efforts to gather and use the clinical experiences of the Southdown Institute to monitor and improve the quality of those services and further the knowledge base of clinical effectiveness. In addition to study design and data collection, this department has been effective in creating a culture of research at the Southdown Institute. 6
PROFESSIONAL STAFF The experience and commitment of the clinical staff remains the most valuable asset of the Southdown Institute. Maintaining the outstanding quality of our inter-disciplinary team of professionals is of vital importance to the ability of the Institute to carry out its mission. During this past year, three members of the professional staff, Spiritual Directors Claude Richard, OP and John Haley and Carter Centre Director Cornelius Hubbuch CFX, left the staff for other pursuits. Psychiatrist Karl Loszak, MD, announced that he would be leaving the Institute at the end of September 2004. In their places, Janet Crocker rejoined the spirituality team in June 2003 after a brief retirement and Brother Barry Lynch, CFC was added to that team in August of 2004. Sister Judith Smith, RSM, Psy.D., joined the clinical staff as primary therapist in July 2003. David Louch, C.Ss.R, Th.D., joined the staff in August 2003 and has assumed the duties of Director of Educational and Outreach Services. Harold Grossman, MD, will join the staff as a psychiatrist in October 2004. Barry Lynch, CFC, MA, MPS Judith Smith, RSM, Psy.D. Janet Crocker, M.Div, STB 7
8 Revenue and Expenditure The primary source of revenue for the work of the Institute is derived from fees for clinical services. During this past year, an analysis of actual costs to provide these services was completed. Following this analysis, fees for assessment, residential and aftercare services were adjusted to ensure that these services are provided on an at-cost (or break even) basis. Even with the adjusted rate structure, Southdown services remain the most economically priced of any treatment facility of its kind in North America. Grants from Emmanuel Convalescent Foundation However, while the revenue for clinical services is sufficient to cover costs, the research programs and educational services require ongoing subsidy. The primary source of the operating subsidy is the Emmanuel Convalescent Foundation (ECF). The Foundation is a registered charitable organization that was established to receive and maintain various funds and other assets and to apply portions of the principal and income derived for the benefit of Southdown. Through careful investment and stewardship of its resources, the Foundation has accumulated a modest endowment fund from which it is able to provide funding support to Southdown. During the past year, the Foundation provided grants totaling approximately 4% of the Institute s budget. Donations and Grants from Other Foundations and Individuals Since its inception almost 40 years ago, Southdown has been most grateful for the ongoing generosity and support of numerous benefactors including: individual priests and religious, dioceses and religious congregations, lay persons and such organizations as the Catholic Women s League of Canada and the Daughters of Isabella. Each year, these gifts, both large and small, help to ensure that no one is ever turned away due to lack of funds. This year, donations and bequests to Southdown amounted to 1% of total budget for the Institute. All donations are gratefully received and are deductible for income tax purposes.
NEW INITIATIVES AND CHALLENGES FOR 2004-2005 Information Technology Improvements During the past year, The Southdown Institute, with a grant from the Emmanuel Convalescent Foundation, contracted with Momentum Healthware of Winnipeg, MB, to provide an integrated system of clinical record keeping, scheduling, billing, and data collection. Considerable effort and attention will be invested during this year to ensure that this system is tailored for maximum utility and the Southdown staff is adequately trained in its use. Southdown has contracted with an independent contractor to provide an offsite technology infrastructure that will provide increased security, round the clock maintenance capability, timely upgrades, and reduced hardware costs. Implementing the Strategic Plan Appropriate allocation of the limited and stretched resources of the Institute in order to ensure that all departments are able to offer the highest quality of service will be a continuing challenge. Efforts to discover efficient ways to measure the effectiveness of services delivered throughout the Institute will be a particular challenge. Efforts to more accurately understand the needs of the Church for the services of all aspects of the Southdown Institute must be formally instituted. The increasing development of the Aurora- Newmarket area has presented the Institute with the new challenge of engaging its neighbors as an interested and valuable part of the local community. The development and promotion of the Carter Centre as a resource to be utilized by Church leadership at all levels must increase.